See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,203 | $62,327+787.6% | $120,354+359.6% | $74,495+642.6% |
| Participation rate | 97.6% | 56.8%+40.8pp | 71.9%+25.7pp | 67.2%+30.4pp |
| Annual return | 8.48% | 18.61%-10.1pp | 107.15%-98.7pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $23,191 | $1,843+1158.1% | $3,463+569.8% | $2,623+784.1% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |